Investors' Soapbox PM

Four Picks to Play AT&T-DirecTV

Alcatel-Lucent, Ciena, Juniper Networks and Ericsson all look to gain.

May 20, 2014 2:51 p.m. ET

Evercore

We expect the AT&T-DirecTV merger to impact both the trajectory and overall nature of AT&T's capital expenditure before and after the merger, and assess the impact to players across our communications equipment food chain.